WHV Investments’s ExxonMobil XOM Stock Holding History

WHV Investments’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-2,735	Closed	-$235K	–	225
2013 Q3	$235K	Hold	2,735	–	–	﹤0.01%	222
2013 Q2	$247K	Buy	+2,735	New	+$246K	﹤0.01%	224

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

WHV Investments's XOM Position: Q4 2013 in Review

WHV Investments sold out of ExxonMobil (XOM) in Q4 2013, closing a stake of 2,735 shares — an estimated $235K sold.

WHV Investments first reported a position in XOM in Q2 2013 and held it in 2 quarters. The position peaked at $247K in Q2 2013. 1,910 funds tracked by Wall St. Rank hold XOM as of Q4 2013.

WHV Investments reported no remaining ExxonMobil position as of Q4 2013 after selling out during the quarter.
WHV Investments sold 2,735 ExxonMobil shares in Q4 2013, an estimated $235K.
WHV Investments first reported a position in ExxonMobil in Q2 2013 and held it in 2 quarters.
WHV Investments's ExxonMobil position peaked at $247K in Q2 2013.
1,910 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2013.

Based on WHV Investments's 13F filing for Q4 2013, filed 14 Feb 2014.